Mohmad Niyaz
Sales and Management
- Role
- Wealth Manager at Stack Wealth
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Mohmad Niyaz
A dynamic and highly motivated professional with several years of experience in Sales & Sales Management. Having exposure to Branding, Client Acquisition Relationship Management,Product Training/Education etc. Skilled in building cross-functional teams, demonstrating exceptional communication skills, and making critical decisions during challenges. Adaptable and transformational leader with an ability to work independently and developing opportunities that further establish organizational goals. Sales Experience: Business Development (Direct & Indirect), Corporate Account management(B2C)
Experience
Wealth Manager
Mar 2024 — Present · Bengaluru, IN
Conduct financial assessments to understand client goals and risk tolerance- Develop customized investment strategies aligned with objectives- Monitor market conditions and economic trends- Conduct research on investment opportunities- Actively manage client portfolios, making strategic adjustments- Implement risk management strategies- Maintain regular client communication- Ensure compliance with regulations and industry standards- Stay informed about industry developments through education- Cultivate strong client relationships based on trust.
Education
Delhi University
Bachelor of Arts - BA
2016 — 2019
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.